We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

293 hedge funds and large institutions have $2.22B invested in Vanguard Total World Stock ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $1.18M

92% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 66

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

6% more capital invested

Capital invested by funds: $2.09B → $2.22B (+$135M)

4% more funds holding

Funds holding: 281293 (+12)

0.35% less ownership

Funds ownership: 24.2%23.85% (-0.35%)

Holders
293
Holders Change
+12
Holders Change %
+4.27%
% of All Funds
7.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
33
Increased
127
Reduced
66
Closed
19
Calls
$2.93M
Puts
$1.18M
Net Calls
+$1.75M
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
51
Eaton Vance Management
Massachusetts
$4.46M
SHCM
52
Stokes & Hubbell Capital Management
Louisiana
$4.33M -$278K -4,004 -6%
LFR
53
Lehman Financial Resources
Pennsylvania
$4.31M
FHB
54
First Hawaiian Bank
Hawaii
$4.29M
BEAM
55
Baker Ellis Asset Management
Washington
$4.06M +$104K +1,507 +3%
Creative Planning
56
Creative Planning
Kansas
$3.74M +$326K +4,705 +10%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$3.68M +$617K +8,900 +20%
V
58
Veritable
Delaware
$3.63M -$3.13M -45,181 -47%
RG
59
Rathbones Group
United Kingdom
$3.61M -$6.24K -90 -0.2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$3.48M -$66.4K -958 -2%
AI
61
Ariel Investments
Illinois
$3.36M -$5.4M -77,930 -62%
AWMS
62
Advocacy Wealth Management Services
Georgia
$3.33M +$1.7M +24,499 +100%
Citadel Advisors
63
Citadel Advisors
Florida
$3.31M +$1.49M +21,450 +85%
JP Morgan Chase
64
JP Morgan Chase
New York
$3.22M -$4.51K -65 -0.1%
IC
65
Iconiq Capital
California
$3.19M +$1.17M +16,808 +60%
AI
66
Accredited Investors
Minnesota
$3.19M -$341K -4,912 -10%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$2.98M +$516K +7,449 +21%
SPIO
68
Seven Post Investment Office
California
$2.92M
YMRC
69
Yorktown Management & Research Company
Virginia
$2.9M +$2.84M +41,000 New
NEPWA
70
New England Private Wealth Advisors
Massachusetts
$2.78M -$628K -9,053 -19%
Citigroup
71
Citigroup
New York
$2.7M +$63.8K +921 +2%
AllianceBernstein
72
AllianceBernstein
Tennessee
$2.64M +$346K +4,993 +15%
TTWM
73
TCV Trust & Wealth Management
Virginia
$2.55M -$110K -1,580 -4%
LK
74
Lumbard & Kellner
New Hampshire
$2.47M +$2.42M +34,960 New
SI
75
SII Investments
Wisconsin
$2.39M -$140K -2,022 -6%

VT Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q3 2017, worth a combined $2.22B — up 6.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VT positions and 19 closed out — a net gain of 14 holders — while 127 added to existing stakes and 66 trimmed.

The largest buyer was Cambridge Associates, adding an estimated $34.1M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 293 institutional investors held Vanguard Total World Stock ETF (VT) as of Q3 2017, up from 281 in Q2 2017.
  • Funds reported $2.22B of Vanguard Total World Stock ETF stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 33 funds opened new Vanguard Total World Stock ETF positions in Q3 2017 and 19 closed out, a net change of +14 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q3 2017 was Cambridge Associates, an estimated $34.1M added.
  • The largest Vanguard Total World Stock ETF seller in Q3 2017 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.